Lightspeed Management Company, L.L.C.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Lightspeed Management Company, L.L.C. reported 6 stock positions worth $238.8 million. Its top holding was Webull (BULL) at 35.8% of the portfolio, followed by Blend Labs Class A (BLND, 32.0%) and Personalis (PSNL, 22.4%). Compared with Q1 2025, it opened 1 new position and sold out of 4. The biggest buy was a new position in Webull (BULL) and the biggest sale an exit from Upbound (UPBD).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001702122
- Portfolio Value
- $238.8M (Q2 2025)
- SEC Filing
- 0001415889-25-021878 ↗ filed Aug 14, 2025
Holdings Value
Holdings 6 stocks · $238.8M
| BULL Webull Corp. | 35.80% | 7,148,051 | $85.5M | New |
| BLND Blend Labs Inc. Class A | 31.96% | 23,127,237 | $76.3M | No change |
| PSNL Personalis Inc. | 22.42% | 8,160,734 | $53.5M | No change |
| GRAB Grab Holdings Ltd. Class A | 4.45% | 2,114,734 | $10.6M | No change |
| OLMA Olema Pharmaceuticals Inc. | 3.44% | 1,930,894 | $8.2M | No change |
| HLVX Hillevax Inc. | 1.92% | 2,303,871 | $4.6M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| BULL Webull Corp. | New | 35.80% | +35.80 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $2.4B | SPCX, NAVN, PSNL, ODTX, KDK |
| Q1 2026 | 8 | $988.0M | NAVN, NOW, PSNL, KDK, BLND |
| Q4 2025 | 7 | $1.4B | NAVN, NOW, KDK, BLND, PSNL |
| Q3 2025 | 6 | $322.0M | BULL, BLND, PSNL, KDK, OLMA |
| Q2 2025 | 6 | $238.8M | BULL, BLND, PSNL, GRAB, OLMA |
| Q1 2025 | 9 | $136.5M | BLND, PSNL, GRAB, UPBD, OLMA |
| Q4 2024Amended | 10 | $283.6M | HSAI, BLND, PSNL, OLMA, GRAB |